WHY WE ARE DIFFERENT

In every facet of our client relationships we strive for excellence. Our expert team constantly looks to improve the ways we can maximize outcomes for you.

Hard-earned reputation

Longevity

Investment advice since 1964

STABILITY

Low employee turnover

Experience

Our advisors have an average of 28 years in the financial services industry and manage over $1.1 billion in assets.

EXPERTISE

Most of our employees have advanced degrees, professional credentials, and work experience in related industries (accounting, finance, insurance, law)

independent

We do not sell “products”

Employee-Owned

We don’t answer to outside investors/shareholders

ALWAYS WORKING IN THE BEST INTERESTS OF OUR CLIENTS

Available

Each client has a dedicated Financial Advisor and service team

Low Advisor Turnover

The tenure of our Financial Advisors ranges from 4-22 years with BLB&B

FEE-ONLY FINANCIAL ADVISOR

We have a fiduciary responsibility to put our clients’ interests first

Transparency in pricing

No hidden fees; published fee schedule

Highly Customized Financial Strategies

Work

with clients to communicate the impact of variable input changes (savings rate, inflation, retirement draw, retirement date, risk profile)

Assist

Business Owner/Entrepreneur with planning for exit including transfer to next generation

Partner

with foundations, endowments, and charitable organizations to formulate a long-term investment approach

BLB&B Entrepreneur financial management group

for business-owning relationships starting at $2.5 million

Sound Financial Advice

Encourage Client

Serve as a Sounding Board

Explain Complex Concepts

Identify and Evaluate Client's Planning Options

Commitment to Advanced Technologies

Deploy Technology

to overcome traditional inefficiencies in money management and enhance complex financial planning capabilities

Continuously invest

in technology, systems, and security

Vetted Referrals

Referrals to Independent Professionals offering

Insurance
Wills and Estate Plans
Tax Advice
…along with fiduciary advice to help you evaluate their recommendations

hard-earned Reputation

Longevity

Investment advice since 1964

STABILITY

Low employee turnover

Experience

Our advisors have an average of 28 years in the financial services industry and manage over $1.1 billion in assets

EXPERTISE

Most of our employees have advanced degrees, professional credentials, and work experience in related industries (accounting, finance, insurance, law)

independent

We do not sell “products”

Employee-Owned

We don’t answer to outside investors/shareholders

ALWAYS WORKING IN THE BEST INTERESTS OF OUR CLIENTS

Available

Each client has a dedicated Financial Advisor and service team

Low Advisor Turnover

The tenure of our Financial Advisors ranges from 4-22 years with BLB&B

FEE-ONLY FINANCIAL ADVISOR

We have a fiduciary responsibility to put our clients’ interests first

Transparency in pricing

No hidden fees; published fee schedule

Highly Customized Financial Strategies

Work

with clients to communicate the impact of variable input changes (savings rate, inflation, retirement draw, retirement date, risk profile)

Assist

Business Owner/Entrepreneur with planning for exit including transfer to next generation

Partner

with foundations, endowments, and charitable organizations to formulate a long-term investment approach

BLB&B Entrepreneur financial management group

for business-owning relationships starting at $2.5 million

Sound Financial Advice

Encourage Client

Serve as a Sounding Board

Explain Complex Concepts

Identify and Evaluate Client's Planning Options

Commitment to Advanced Technologies

Deploy Technology

to overcome traditional inefficiencies in money management and enhance complex financial planning capabilities

Continuously invest

in technology, systems, and security

Vetted Referrals

Referrals to Independent Professionals offering

Insurance
Wills and Estate Plans
Tax Advice
…along with fiduciary advice to help you evaluate their recommendations
 
ASSETS UNDER MANAGEMENT FEE
FIRST $1,000,000 1.00%
NEXT $1,000,000 0.85%
NEXT $3,000,000 0.70%
NEXT $5,000,000 0.55%
THEREAFTER 0.40%
MINIMUM FEE $1,500
ASSETS UNDER MANAGEMENT FEE
FIRST $1,000,000 1.00%
NEXT $1,000,000 0.85%
NEXT $3,000,000 0.70%
NEXT $5,000,000 0.55%
THEREAFTER 0.40%
MINIMUM FEE $1,500